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Insights & Manager Commentary

by Craig Love, on May 19, 2023

Kensington Monthly Market Commentary: April 2023 Geopolitics: With the coming of spring also comes the well-publicized Ukraine counter offensive and an uptick in global geopolitical tensions. Russia has already increased …

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Topics:Manager CommentaryKensington

by Craig Love, on May 18, 2023

Kensington Market Insights - May 18 Market Insights is a weekly piece in which Kensington’s Portfolio Management team will share interesting and thought-provoking charts that we believe provide insight into …

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Topics:Manager CommentaryKensington

by Craig Love, on May 11, 2023

Kensington Market Insights - May 11 Market Insights is a weekly piece in which Kensington’s Portfolio Management team will share interesting and thought-provoking charts that we believe provide insight into …

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Topics:Manager CommentaryKensington

by Craig Love, on May 04, 2023

Despite concerns over inflation and earnings declines, stocks have been hanging tough. Inflation has been the chief concern for the economy. The good news is that inflation is clearly coming …

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Topics:Manager CommentaryChurchill

by Craig Love, on May 01, 2023

We are pleased with our portfolio performance over the last few years with our Global Tactical ETFs portfolio providing downside protection with a flexible allocation approach. While there are some …

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Topics:Manager CommentaryAthena